Can I require beneficiaries to maintain family traditions?
The desire to preserve family heritage is a deeply human one, and many estate planning clients, like those I advise …
Point Loma Estate Planning Law
Can a testamentary trust support charitable causes?
Yes, a testamentary trust can absolutely be structured to support charitable causes, offering a powerful way to continue philanthropic goals …
Can a special needs trust help fund solar charging for wheelchairs or scooters?
Special needs trusts (SNTs) are powerful tools designed to improve the quality of life for individuals with disabilities without jeopardizing …
Can I allocate assets unevenly among children?
The question of whether you can allocate assets unevenly among children is a common one for estate planning attorneys like …
Can I include a spendthrift clause in a testamentary trust?
Yes, you absolutely can include a spendthrift clause in a testamentary trust, and it’s often a very wise decision, offering …
Can the bypass trust support pet care costs for beneficiaries?
The question of whether a bypass trust can support pet care costs for beneficiaries is a surprisingly common one, especially …
Can the bypass trust serve as a collateral asset for family group insurance plans?
The question of whether a bypass trust can serve as a collateral asset for family group insurance plans is complex, …
Can the bypass trust require a beneficiary to reside in a particular country or state?
The question of whether a bypass trust—also known as a completed gift trust—can mandate a beneficiary’s residency in a specific …
Can the bypass trust provide funding for family caregiving expenses?
The question of whether a bypass trust can fund family caregiving expenses is a common one for families planning for …
Can the bypass trust income be taxed to the surviving spouse?
The question of whether income from a bypass trust, also known as a credit shelter trust or a family trust, …